Plante Moran Financial Advisors, LLC Purchases in Q2 2025

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LYV
Live Nation Entertainment, Inc.

Communication Services
56
+ 1400.0%
$118.81 - $151.28 $6.65K - $8.47K
60 $9K
SGOL
Abrdn Gold ETF Trust

ETFs
222
+ 41.42%
$28.39 - $32.75 $6.3K - $7.27K
758 $23K
CMCSA
Comcast Corp

Communication Services
360
+ 8.36%
$32.84 - $36.72 $11.8K - $13.2K
4.67K $166K
MCHP
Microchip Technology Inc

Technology
122
New
$35.34 - $71.6 $4.31K - $8.74K
122 $8K
CVNA
Carvana Co.

Consumer Cyclical
25
New
$162.57 - $345.64 $4.06K - $8.64K
25 $8K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
128
New
$50.27 - $62.05 $6.43K - $7.94K
128 $7K
XLF
Financial Sector Spdr

ETFs
38
+ 2.06%
$43.92 - $52.37 $1.67K - $1.99K
1.88K $98K
BNDX
Vanguard Total International B

ETFs
136
+ 906.67%
$48.77 - $49.55 $6.63K - $6.74K
151 $7K
SMR
Nuscale Power Corp

Industrials
24
+ 9.6%
$12.6 - $43.24 $302 - $1.04K
274 $10K
ADBE
Adobe Inc.

Technology
12
+ 2.33%
$340.0 - $420.68 $4.08K - $5.05K
526 $203K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
110
+ 220.0%
$45.2 - $46.6 $4.97K - $5.13K
160 $7K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
28
+ 14.66%
$421.16 - $509.5 $11.8K - $14.3K
219 $97K
IGF
Ishares Global Infrastructure

ETFs
90
New
$50.55 - $59.83 $4.55K - $5.38K
90 $5K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
70
New
$65.42 - $80.7 $4.58K - $5.65K
70 $5K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
109
New
$40.79 - $50.93 $4.45K - $5.55K
109 $5K
AVDE
American Centy ETF Tr Avantis

ETFs
81
New
$59.32 - $74.36 $4.8K - $6.02K
81 $5K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 4.56%
$15.5 - $20.28 $1.55K - $2.03K
2.29K $46K
OTIS
Otis Worldwide Corp

Industrials
62
+ 24.7%
$90.88 - $104.3 $5.63K - $6.47K
313 $30K
PFG
Principal Financial Group Inc

Financial Services
108
+ 19.78%
$69.56 - $86.19 $7.51K - $9.31K
654 $51K
HST
Host Hotels & Resorts, Inc.

Real Estate
343
New
$12.7 - $16.07 $4.36K - $5.51K
343 $5K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
92
New
$50.09 - $51.09 $4.61K - $4.7K
92 $4K
PPLT
Abrdn Platinum ETF Trust

ETFs
50
New
N/A
50 $4K
FITB
Fifth Third Bancorp

Financial Services
6
+ 0.37%
$33.32 - $41.51 $200 - $249
1.61K $66K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
58
New
$78.47 - $92.25 $4.55K - $5.35K
58 $4K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
30
+ 4.04%
$33.46 - $41.33 $1K - $1.24K
773 $31K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
84
New
$38.59 - $47.36 $3.24K - $3.98K
84 $3K
VLO
Valero Energy Corp

Energy
10
+ 1.66%
$104.69 - $141.77 $1.05K - $1.42K
613 $82K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
65
New
$46.47 - $47.67 $3.02K - $3.1K
65 $3K
ACHR
Archer Aviation Inc.

Industrials
20
+ 2.37%
$6.2 - $13.3 $124 - $266
865 $9K
CI
Cigna Corp

Healthcare
9
+ 7.44%
$301.89 - $340.04 $2.72K - $3.06K
130 $42K
ASML
Asml Holding Nv

Technology
2
+ 25.0%
$595.37 - $815.24 $1.19K - $1.63K
10 $8K
BBAX
J P Morgan Betabuilders Develo

ETFs
71
New
$42.69 - $54.65 $3.03K - $3.88K
71 $3K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
46
New
$49.57 - $50.27 $2.28K - $2.31K
46 $2K
SNPS
Synopsys Inc

Technology
5
New
$380.9 - $517.66 $1.9K - $2.59K
5 $2K
SE
Sea LTD

Consumer Cyclical
13
New
$105.57 - $170.4 $1.37K - $2.22K
13 $2K
SYF
Synchrony Financial

Financial Services
39
New
$43.81 - $66.74 $1.71K - $2.6K
39 $2K
VTRS
Viatris Inc

Healthcare
182
+ 32.73%
$7.26 - $9.12 $1.32K - $1.66K
738 $6K
TNL
Travel & Leisure Co.

Consumer Cyclical
58
New
$38.78 - $51.89 $2.25K - $3.01K
58 $2K
FAST
Fastenal CO

Industrials
250
+ 100.0%
$40.65 - $83.16 $10.2K - $20.8K
500 $21K
DASH
Door Dash, Inc.

Communication Services
10
New
$163.16 - $246.51 $1.63K - $2.47K
10 $2K
MPWR
Monolithic Power Systems Inc

Technology
2
New
$455.19 - $737.73 $910 - $1.48K
2 $1K
NX
Quanex Building Products Corp

Industrials
7
+ 0.39%
$15.5 - $20.19 $109 - $141
1.81K $34K
SO
Southern CO

Utilities
14
+ 0.32%
$84.91 - $92.56 $1.19K - $1.3K
4.35K $399K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
5
+ 0.92%
$24.69 - $31.78 $123 - $159
546 $16K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21
New
$50.36 - $50.68 $1.06K - $1.06K
21 $1K
UGI
Ugi Corp

Utilities
35
New
$30.18 - $36.59 $1.06K - $1.28K
35 $1K
SLB
Schlumberger Limited

Energy
93
+ 46.04%
$31.95 - $42.2 $2.97K - $3.92K
295 $9K
VOTE
Engine No 1 ETF Tr

ETFs
22
New
$58.2 - $72.74 $1.28K - $1.6K
22 $1K
DJP
Barclays Bank PLC

ETFs
57
New
N/A
57 $1K
Activity Summary
Buys All Purchases 266 New Holdings 84 Increased Positions 182 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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